Wealthspire Advisors (Maryland)’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-484
| Closed | -$37K | – | 934 |
|
|
2019
Q1 | $37K | Buy |
484
+17
| +4% | +$1.3K | ﹤0.01% | 1016 |
|
|
2018
Q4 | $30K | Buy |
467
+309
| +196% | +$19.9K | ﹤0.01% | 1051 |
|
|
2018
Q3 | $11K | Hold |
158
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q2 | $10K | Hold |
158
| – | – | ﹤0.01% | 1529 |
|
|
2018
Q1 | $9K | Buy |
158
+87
| +123% | +$4.96K | ﹤0.01% | 1605 |
|
|
2017
Q4 | $5K | Buy |
71
+14
| +25% | +$986 | ﹤0.01% | 1821 |
|
|
2017
Q3 | $4K | Sell |
57
-5
| -8% | -$351 | ﹤0.01% | 1841 |
|
|
2017
Q2 | $4K | Buy |
62
+36
| +138% | +$2.32K | ﹤0.01% | 1818 |
|
|
2017
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1684 |
|